Who Owns ILCV?
iShares Morningstar Value ETF — Institutional Ownership & 13F Holdings
$97.72
+0.10 (+0.10%)
Market Cap
$1.2B
Shares Outstanding
11,905,134
Institutional Holders
169
Total Inst. Value
$567.7M
% of Float Held
—
QoQ Holder Change
+87
Institutional data as of Q1 2025
New Positions
63
Closed Positions
10
Increased
49
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Equitable Holdings, Inc. | $71.6M | 879,360 |
| 2 | BANK OF AMERICA CORP /DE/ | $64.5M | 792,063 |
| 3 | Matrix Trust CoNew | $56.2M | 689,558 |
| 4 | UBS Group AG | $40.8M | 501,350 |
| 5 | RAYMOND JAMES FINANCIAL INC | $32.8M | 403,036 |
| 6 | MORGAN STANLEY | $32.7M | 401,434 |
| 7 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $23.6M | 289,348 |
| 8 | SPC Financial, Inc. | $20.3M | 248,943 |
| 9 | JPMORGAN CHASE & CO | $18.6M | 228,778 |
| 10 | ROYAL BANK OF CANADA | $18.3M | 225,251 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +33K | $64.5M |
| Matrix Trust CoNew | +690K | $56.2M |
| RAYMOND JAMES FINANCIAL INC | +5K | $32.8M |
| MORGAN STANLEY | +7K | $32.7M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | +1K | $23.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Equitable Holdings, Inc. | -45K | $71.6M |
| WELLS FARGO & COMPANY/MN | -10K | $15.6M |
| MATHER GROUP, LLC. | -9K | $3.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | -9K | $11K |
| ENVESTNET ASSET MANAGEMENT INC | -5K | $5K |
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Frequently Asked Questions
How many institutional investors hold ILCV?
As of Q1 2025, 169 institutional investors report holding ILCV (iShares Morningstar Value ETF) in their 13F filings.
Which hedge fund owns the most ILCV?
The largest institutional holder of ILCV is Equitable Holdings, Inc. with $71.6M in shares.
Are institutions buying or selling ILCV?
This quarter, 63 institutions opened new positions in ILCV and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.